Performance per dollar is getting faster and cheaper
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Re: Performance per dollar is getting faster and cheaper
#2Can you folks add performance per watt as a metric to these comparisons, I honestly want to understand where AMD fits in the stack in terms of actual performance to dollars. I have had talks with companies wanting to build data centers outside of US and find it hard to source anything Nvidia in sufficient capacity and scale.
If AMD is competitive performance per watt and roughly reliable in terms of software support which is what most folks outside of US prioritize above all else, since outside of China and US electricity tends to at a relative premium.
Maybe if they make smaller data centers viable at the right price, AMD could be part of the stack outside of US where ever Nvidia is more limited in supply. Though I have genuinely no idea what sourcing an AMD GPU looks like.
I have never seen a company use AMD outside of wafer and a couple others mostly in US.
Genuinely intriguing or maybe not really (could be this stuff is common knowledge) and I am just stuck in my Nvidia bubble here.
Re: Performance per dollar is getting faster and cheaper
#3Do these providers have 80+% gross margins or is something eating into them? Maybe utilization?
Re: Performance per dollar is getting faster and cheaper
#4Agentic coding drivers for different architectures is a massive unlock for the world
So much compute is under utilized waiting for a savant or company to prioritize an architecture, and now all the other engineers can tackle this at any time if they get inspired on the right prompts
Re: Performance per dollar is getting faster and cheaper
#5Can you folks add performance per watt as a metric to these comparisons, I honestly want to understand where AMD fits in the stack in terms of actual performance to dollars. I have had talks with companies wanting to build data centers outside of US and find it hard to source anything Nvidia in sufficient capacity and scale. If AMD is competitive performance per watt and roughly reliable in terms of software support…
> I have never seen a company use AMD
Meta is using AMD: https://www.amd.com/en/newsroom/press-releases/2026-2-24-amd...
And OpenAI: https://www.amd.com/en/newsroom/press-releases/2025-10-6-amd...
Re: Performance per dollar is getting faster and cheaper
#6The 2600 tok/s is an "aggregate", not the actual throughput.
Re: Performance per dollar is getting faster and cheaper
#7Can you folks add performance per watt as a metric to these comparisons, I honestly want to understand where AMD fits in the stack in terms of actual performance to dollars. I have had talks with companies wanting to build data centers outside of US and find it hard to source anything Nvidia in sufficient capacity and scale. If AMD is competitive performance per watt and roughly reliable in terms of software support…
> I have never seen a company use AMD outside of wafer and a couple others mostly in US.
There's a few using them, and even more starting to experiment with them. AMD has long been a source of disappointment around this side of things, so I'm hesitant to feel optimistic we'll finally get some competition. The market really needs viable competition to Nvidia, especially performance/watt.
Re: Performance per dollar is getting faster and cheaper
#8Can you folks add performance per watt as a metric to these comparisons, I honestly want to understand where AMD fits in the stack in terms of actual performance to dollars. I have had talks with companies wanting to build data centers outside of US and find it hard to source anything Nvidia in sufficient capacity and scale. If AMD is competitive performance per watt and roughly reliable in terms of software support…
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Re: Performance per dollar is getting faster and cheaper
#9Do these providers have 80+% gross margins or is something eating into them? Maybe utilization?
hi i work at wafer. no the margins are lower averaging at about ~40%. utilization is one of the highest order bits in determining margins here, yes.
Re: Performance per dollar is getting faster and cheaper
#10The 2600 tok/s is an "aggregate", not the actual throughput.
yes it is 213 tok/s single stream (so per user)